General settings

General settings of QuoteMachine

Jonathan Muschalle avatar JD avatar Tom Burnatowski avatar +2
28 articles in this collection
Written by Jonathan Muschalle, JD, Tom Burnatowski and 2 others

Automatic update of order status

How to set order statuses to change automatically when items are invoiced or checked-in
Anna Brundage avatar
Written by Anna Brundage
Updated today

Hide QuoteMachine logo from emails and documents

How to remove the "Get started" message from emails and the bottom of your documents.
JD avatar
Written by JD
Updated over a week ago

How to add your tax numbers

Add details to the tax line on your documents
JD avatar
Written by JD
Updated over a week ago

Remove a customer’s email from a template

How to hide a customer’s email from a quote, order or invoice template
Anna Brundage avatar
Written by Anna Brundage
Updated this week

Collecting a Payment from an Order

How to receive a payment directly from a sales order
Anna Brundage avatar
Written by Anna Brundage
Updated this week

Connect QuoteMachine to your own email account

How to connect your email to QuoteMachine to send mail and access calendars.
Anna Brundage avatar
Written by Anna Brundage
Updated yesterday

Changing your Font & Color Scheme

Personalize your documents and stay on brand.
Tom Burnatowski avatar
Written by Tom Burnatowski
Updated over a week ago

Connect with Zendesk Sell

How to connect QuoteMachine and Zendesk Sell together
JD avatar
Written by JD
Updated over a week ago

Custom order statuses

Create your own order statuses
JD avatar
Written by JD
Updated over a week ago

How to display the location or account email address in the Contact & Document details section

Setting the seller's email displayed in the quotes, invoices and other documents
Graeme Knox avatar
Written by Graeme Knox
Updated over a week ago

Using Price Lists for Event Registration

Price lists can be used in many ways
Tom Burnatowski avatar
Written by Tom Burnatowski
Updated over a week ago

How to delete a deposit from a quote

Delete a payment from a quote and converting to a credit memo
Graeme Knox avatar
Written by Graeme Knox
Updated over a week ago

Creating a Return in QuoteMachine

Tom Burnatowski avatar
Written by Tom Burnatowski
Updated over a week ago

How to refer a friend and get $50

Jonathan Muschalle avatar
Written by Jonathan Muschalle
Updated over a week ago

Expiration dates on Quotes

Let your customers know when their quote expires!
Tom Burnatowski avatar
Written by Tom Burnatowski
Updated over a week ago

Entering Tax by Line Item

QuoteMachine lets you enter a different tax per line item
Tom Burnatowski avatar
Written by Tom Burnatowski
Updated over a week ago

Using Merge & Custom Fields

Merge fields allow you to input information into your QuoteMachine documents
Tom Burnatowski avatar
Written by Tom Burnatowski
Updated over a week ago

Connecting your Stripe Integration

Existing Stripe users also need to reconnect their Stripe accounts to complete the update.
Tom Burnatowski avatar
Written by Tom Burnatowski
Updated over a week ago

Express e-com in QuoteMachine

Use a price list to showcase and sell your products online
Tom Burnatowski avatar
Written by Tom Burnatowski
Updated over a week ago

Custom Fields

Custom Fields are a great way to customize your QuoteMachine experience.
Tom Burnatowski avatar
Written by Tom Burnatowski
Updated over a week ago

Multicurrency

How to sell in multiple currencies
JD avatar
Written by JD
Updated over a week ago

How to use your own email servers to send emails

How to customize the sender email address
JD avatar
Written by JD
Updated over a week ago

Variable fields in emails

How to personalize emails with merge fields
JD avatar
Written by JD
Updated over a week ago

Background image on proposals

How to use a background image with your documents
JD avatar
Written by JD
Updated over a week ago